January 10, 2019 |
Should I Put My Home in A Child’s Name?
Planning ahead for your future retirement and estate planning goals might lead you to question whose name is listed on the deeds to homes. Sometimes ...
Learn MoreShould I Put My Home in A Child’s Name?
Planning ahead for your future retirement and estate planning goals might lead you to question whose name is listed on the deeds to homes.
Sometimes it can be the right decision to put your home into your children’s names, but this can also create grounds for family conflict and problems if you have multiple children.
One major reason to think carefully about putting your home in your children’s name is the potential for you to need Medicaid in the future. You could face a five year look back if you have a need for Medicaid for any time in the near future.
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Blog
January 9, 2019 |
What Is the Value of a Relationship Between a Beneficiary and a Trustee?
Selecting someone to serve as a trustee over this popular estate planning strategy is important because this individual might have regular and ongoing contact with ...
Learn MoreJanuary 9, 2019 |
What Role Does the Principal Play in Establishing A Power of Attorney?
A power of attorney document enables someone else to make decisions on your behalf when he or she is installed as the agent. If you ...
Learn MoreJanuary 8, 2019 |
How Important Is It If Your Estate Planning Be Followed to the Letter?
Do you have specific wishes or rules you’d like to place about inherited wealth? An independent and professional trustee might be the right choice as ...
Learn MoreJanuary 7, 2019 |
Does the Law Require Certain People to Serve as Your Trustee?
The laws are generally not very strict about who can serve in the important role of a trustee or administrator of your established trust. However, ...
Learn MoreJanuary 7, 2019 |
How to Handle an Estate Plan Update If a Trustee or Executor Becomes Inappropriate
Two key individuals might be installed as part of the management of your estate plan either during life or after you pass away. These are ...
Learn MoreJanuary 4, 2019 |
Do I Really Need an Independent Professional Trustee?
So you’ve already made the decision to use a trust as an estate planning strategy to shield assets from potential creditors or predators, to add ...
Learn MoreJanuary 3, 2019 |
Can You Ever Revoke a Power of Attorney?
Establishing a power of attorney enables another individual to make decisions on your behalf. Depending on the specifics of your unique concerns, a power of ...
Learn MoreJanuary 1, 2019 |
Three Steps to Optimal Business Succession
You need to have three clear phases to the business succession planning process to ensure that you have considered all aspects and are as prepared ...
Learn MoreDecember 27, 2018 |
What Are Your Goals for Creating an Estate Plan?
A conversation with an experienced estate planning lawyer will be much easier when you have your goals in mind before attending the meeting. Different people ...
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
